Scheduling pipeline exports

Utilize Zapier to schedule exports of data within a pipeline to a Google Sheet on a regular cadence

Written by Timothy Hudson Updated over a week ago

If you have not used Zapier before, please sign up for an account and connect your Streak account to it.

By default, all system fields (Name, Stage, Assigned To, Notes) and custom fields will be exported by this process. Magic column data will not be exported. The Exporting magic columns section at the end of this document will go into more detail about that.

Creating your Zap

Create a zap and select Schedule from the Built-In Apps section

Select the cadence you’d like the export to occur at

Create an Action step to your Zap and select Code from the Built-In Apps section

From the two options, select Run Python.

This will present you with a new screen asking for Input Data. This needs to include the following variables (on the left side):

Exporting Contacts and Organizations (exportContacts and exportOrganizations) can be switched from False to True if you’re looking to also export them. Just be sure to keep the capitalization or Zapier will be unable to interpret the code.

When you’re done, click Continue and Send Test To Code by Zapier. After completion, your spreadsheet will have a programmatic export from that exact moment.

Click Finish, give your Zap a name, and turn it On.

Exporting magic columns

If you want to export magic columns, you will need to manually and explicitly include all of the columns you want to export in a way our server understands.

This can be more challenging, so if you’re having trouble, please contact us and we’ll be happy to help.